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Meridian Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Meridian Wealth Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,875
Closed -$861 – 310
2019
Q2 		$861 Buy
+1,875
New +$85.6K 0.03% 296

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Meridian Wealth Management's IAT Position: Q3 2019 in Review

Meridian Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q3 2019, closing a stake of 1,875 shares — an estimated $861 sold.

Meridian Wealth Management first reported a position in IAT in Q2 2019 and held it in 1 quarter. The position peaked at $861 in Q2 2019. 104 funds tracked by Wall St. Rank hold IAT as of Q3 2019.

  • Meridian Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 1,875 iShares US Regional Banks ETF shares in Q3 2019, an estimated $861.
  • Meridian Wealth Management first reported a position in iShares US Regional Banks ETF in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's iShares US Regional Banks ETF position peaked at $861 in Q2 2019.
  • 104 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.